Original filing (PDF)20251015145638NAL0002616115001

ANA SANCHEZ, M.D., A SOLE PROPRIETOR

Name: ANA SANCHEZ, M.D., A SOLE PROPRIETOR — ANA SANCHEZ, M.D. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ANA SANCHEZ, M.D., A SOLE PROPRIETOR

Form 5500-SF

FILING_RECEIVED

ANA SANCHEZ, M.D. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANA SANCHEZ, M.D., A SOLE PROPRIETOR.

Plan sponsor

Name

ANA SANCHEZ, M.D., A SOLE PROPRIETOR

EIN

33-0515588

Address

424 SOUTH MAIN STREET · SUITE N · ORANGE, CA · 92867

Phone

(714) 712-7377

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

HEART ATTACK PREVENTION CENTER, LLC

HEART ATTACK PREVENTION CENTER 401(K) PSP AND TRUST

$1.8M · 8 participants

LAURING DERMATOLOGY, LLC

LAURING DERMATOLOGY, LLC 401(K) PLAN

$1.8M · 13 participants

THE MORRISON CENTER

THE MORRISON CENTER 401(K) PLAN

$1.8M · 19 participants

STEPHEN FEALY, M.D., P.C.

STEPHEN FEALY, M.D., P.C. PROFIT SHARING PLAN

$1.8M · 6 participants

RAQUEL GIBLY, MD, PLLC

RAQUEL GIBLY, MD, PLLC UNI K PLAN

$1.8M · 6 participants